Estate.Studio vs. CosmoLex

CosmoLex is very well suited for the solo or small practice where you just need a little more backup to keep you organized, or where you still intend to do your own taxes or like to have a lot of control over your activity and your output. It may also be well suited for a larger practice where the task management pieces would be more useful but, a lot of those pieces get in the way in a solo practice. It is also great for anyone who wants a strong trust accounting program built into their daily activities.

Incentivized

• Cloud-based - accessible from anywhere.
• Very easy to get started.
• Intuitive user interface (for the most part).
• No need for separate accounting software.
• Check printing is very easy and smooth, especially when printing multiple checks.
• Flexibility to integrate with other software to import billing.

Incentivized

• Sometimes difficult to find what you want on the clunky interface.
• Would be beneficial to offer a pared down version for solo practitioners
• Accounts payable function is weak.

Incentivized

There is far too much reliance on symbols versus words, and it is sometimes difficult to navigate to the function you need. CosmoLex offers great support, knowledge base, and training, but sometimes you just don't have an hour to spend learning how to do a basic function that you have forgotten, and you just need it to WORK. It would be great to have the option of having word labels instead of picture symbols. It would also be great to have full functionality in the smartphone app. It just is not good. Not good. Pretty much everything keeping me tied to CosmoLex is on the money management side.

Incentivized

I think that CosmoLex actually relies so much on its stellar support infrastructure that it forgets we don't actually want to have to use it. Just make the darn thing easier to navigate and understand, and you won't need all that client-facing support. You can choose chat, email, phone, knowledge base, embedded training videos within the different pages, but darn it all, I just want it to be more intuitive instead.

Incentivized

I used CosmoLex over PC Law mostly because it was cloud-based, and I used it over Clio because the accounting for Clio required the use of both Clio and QuickBooks which made for very inefficient data entry. CosmoLex is slower than PCLaw when inputting entries, but I believe that in the long run, it will be better as CosmoLex is better situated to move forward with new technology.

Incentivized

• Time is the greatest factor when it comes to managing and creating documents and client accounts.
• Tracking client data.